The Jacob Shapiro Podcast #197 - Weekly Update: China, France, and Steel
May 3, 2024
Discussing China's growth rates, Macron's ambitions, and protectionism in the steel industry. Exploring US investors, French leadership, and global economic cycles. Analyzing Europe's market sentiment and steel industry overcapacity. Delving into the significance of inexpensive steel and quality products.
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Southeast Asia Heatwave
- Southeast Asia is experiencing a brutal heatwave, with temperatures exceeding 110°F in some areas.
- This extreme heat, potentially exacerbated by climate change, poses a threat to human survival and requires innovative solutions.
Energy Demand Surge
- Rising temperatures will significantly increase electricity demand, especially in emerging markets.
- Increased demand will result from new air conditioning adoption and existing users' greater usage.